Clearstead Advisors’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.2K	Buy	823 +752	+1,059%	+$22.1K	﹤0.01%	1540
2025 Q1	$1.89K	Buy	71 +59	+492%	+$1.57K	﹤0.01%	1908
2024 Q4	$329	Sell	12 -3,929	-100%	-$108K	﹤0.01%	2004
2024 Q3	$108K	Buy	+3,941	New	+$108K	﹤0.01%	1009